| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 100,564 | 1,659,000 | 17.07% | ||
| 2 | FIRST TRUST ADVISORS LP | 87,035 | 1,436,000 | 14.78% | ||
| 3 | BAIRD FINANCIAL GROUP, INC. | 58,359 | 963,000 | 9.91% | ||
| 4 | WELLS FARGO & COMPANY/MN | 54,447 | 898,000 | 9.24% | ||
| 5 | MORGAN STANLEY | 51,427 | 848,000 | 8.73% | ||
| 6 | STIFEL FINANCIAL CORP | 39,088 | 645,000 | 6.64% | ||
| 7 | Invesco Ltd. | 36,517 | 603,000 | 6.21% | ||
| 8 | BB&T SECURITIES, LLC | 27,304 | 450,000 | 4.63% | ||
| 9 | Shaker Financial Services, LLC | 22,844 | 377,000 | 3.88% | ||
| 10 | MARINER INVESTMENT GROUP LLC | 20,773 | 343,000 | 3.53% | ||
| 11 | CLOUGH CAPITAL PARTNERS L P | 17,400 | 287,000 | 2.95% | ||
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 17,153 | 283,000 | 2.91% | ||
| 13 | GUGGENHEIM CAPITAL LLC | 12,321 | 203,000 | 2.09% | ||
| 14 | DESCHUTES PORTFOLIO STRATEGY, LLC | 10,700 | 177,000 | 1.82% | ||
| 15 | Round Table Services, LLC | 10,400 | 172,000 | 1.77% | ||
| 16 | DOLIVER ADVISORS, LP | 10,106 | 167,000 | 1.72% | ||
| 17 | BANK OF AMERICA CORP /DE/ | 4,929 | 81,000 | 0.83% | ||
| 18 | ROYAL BANK OF CANADA | 2,842 | 47,000 | 0.48% | ||
| 19 | BANK OF MONTREAL /CAN/ | 1,951 | 32,000 | 0.33% | ||
| 20 | IFP ADVISORS, INC | 1,065 | 18,000 | 0.19% | ||
| 21 | US BANCORP \DE\ | 800 | 13,000 | 0.13% | ||
| 22 | AMERICAN INTERNATIONAL GROUP, INC. | 660 | 11,000 | 0.11% | ||
| 23 | MSI Financial Services Inc | 210 | 3,000 | 0.03% | ||
| 24 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 40 | 1,000 | 0.01% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
